Silicon Hills Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Silicon Hills Wealth Management’s Portfolio FNDA Stock Details FNDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-125,282	Closed	-$2.07M	–	82
2020 Q3	$2.07M	Sell	125,282 -2,976	-2%	-$49.9K	2.14%	14
2020 Q2	$2.03M	Sell	128,258 -6,340	-5%	-$93.8K	2.44%	12
2020 Q1	$1.74M	Buy	134,598 +134,018	+23,107%	+$2.38M	2.3%	13
2019 Q4	$4.48K	Buy	+580	New	+$11.3K	3.43%	7

Other funds holding FNDA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Silicon Hills Wealth Management's FNDA Position: Q4 2020 in Review

Silicon Hills Wealth Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2020, closing a stake of 125,282 shares — an estimated $2.07M sold.

Silicon Hills Wealth Management first reported a position in FNDA in Q4 2019 and held it in 4 quarters. The position peaked at $2.07M in Q3 2020. 188 funds tracked by Wall St. Rank hold FNDA as of Q4 2020.

Silicon Hills Wealth Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2020 after selling out during the quarter.
Silicon Hills Wealth Management sold 125,282 Schwab Fundamental US Small Company Index ETF shares in Q4 2020, an estimated $2.07M.
Silicon Hills Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2019 and held it in 4 quarters.
Silicon Hills Wealth Management's Schwab Fundamental US Small Company Index ETF position peaked at $2.07M in Q3 2020.
188 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q4 2020, filed 10 Feb 2021.